COMP <GO>
PTEN vs BHP // 10Y YIELD & FRED MACRO BETA
Patterson-UTI Energy Inc. (NASDAQ) VS. BHP Group Limited American (NYSE) • 15-METRIC TALLY: PTEN 4
— BHP 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: BHP
LAST: $12.69 (+0.71%) • MKT CAP: $4.84B
macro-sensitivity
0.91
LAST: $81.82 (-0.49%) • MKT CAP: $207.99B
macro-sensitivity
1.14
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PTEN VS. BHP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PTEN | BHP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.80% | 9.90% | -10.70 | BHP | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 21.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 7.69% | 2.21% | +5.48 | PTEN | /fcf-yield <GO> |
| Operating Margin | -0.90% | 13.90% | -14.80 | BHP | /operating-margins <GO> |
| Net Profit Margin | -1.90% | 10.90% | -12.80 | BHP | /net-margins <GO> |
| Revenue Growth (YoY) | -9.80% | -3.30% | -6.50 | BHP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.53% | 0.00% | +2.53 | PTEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.88 | 3.74 | -1.86 | BHP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.4 | 46.4 | +13.00 | PTEN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.91 | 1.14 | -0.23 | BHP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.0x | 30.5x | -2.50 | PTEN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.84B | $207.99B | -$203.15B | BHP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PTEN REV | BHP REV | PTEN GROSS % | BHP GROSS % | PTEN FCF | BHP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.79B | — | — | — | $372.2M | — |
| FY 2024 | $5.31B | — | — | — | $497.1M | — |
| FY 2023 | $4.07B | — | — | — | $822.7M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PTEN // BETA 0.91
BHP // BETA 1.14